Asian equities declined as escalating US-Iran tensions impacted market sentiment, while oil prices surged to their highest point since August. Markets reopened lower in Japan and Australia, with caution resurfacing due to fresh geopolitical risks. Stocks have not yet fully priced in these tensions, with expectations leaning towards a diplomatic resolution.Read More

Indian stock markets saw a sharp selloff on Thursday, ending a three-day winning streak. Geopolitical risks and potential oil supply disruptions are expected to keep markets cautious. Any escalation involving Iran could impact oil shipments, affecting India’s crude imports. Foreign investors were net buyers, while the Rupee saw a slight gain.Read More

Indian markets experienced a downturn on Thursday, with profit-taking and a risk-off sentiment leading to a decline. Key stocks like Federal Bank, ICICI Pru Life, and HUL are in focus due to significant corporate developments, including tax refunds, demands, capacity expansions, and new product launches, impacting investor sentiment.Read More

Some top money managers are disagreeing with market expectations for Federal Reserve interest rate cuts. They believe the US economy is strong and inflation may remain high. This view leads them to bet against US government bonds. They anticipate fewer rate reductions than the market is pricing in for later this year and into next...Read More

Indian stock markets experienced a sharp decline on Thursday. This downturn was driven by escalating tensions between the US and Iran, which pushed Brent crude oil prices above $71 a barrel. The Indian economy’s reliance on oil imports makes it vulnerable to such price hikes. The Indian Rupee also weakened against the US Dollar.Read More

MAS Financial Services (MFSL) has seen a 9% stock gain, outperforming its sector index, driven by double-digit disbursement growth and improving margins. The company aims for ₹1,00,000 crore AUM by 2036, with analysts maintaining a ‘buy’ rating and raising targets due to attractive valuations and strong growth prospects.Read More

Bajaj Finserv’s alternative investment arm plans to raise up to $1 billion across private equity, liquid alternatives, listed equity, and real estate. The platform aims to expand beyond traditional financial services, with capital deployment expected to begin next fiscal year. The firm is building a 40-member team and seeks to deliver consistent outperformance in its...Read More

Geopolitical tensions between the US and Iran, including joint naval drills and temporary Strait of Hormuz closures, have fueled concerns of oil supply disruptions. This led to a surge in crude prices, boosting shares of oil exploration companies like Oil India and ONGC, while impacting oil marketing firms.Read More

As AI tech giants face investor scrutiny, a shift towards infrastructure companies benefiting from AI capital spending is emerging. Investors are focusing on chipmakers, data center builders, and utility firms, with many of these stocks posting significant gains.Read More

Yorkville America Equities LLC, manager of Truth Social-branded ETFs, announced plans to acquire the Point Bridge America First ETF. This follows a similar deal to acquire the God Bless America ETF, expanding Yorkville’s values-aligned offerings. These acquisitions are expected to significantly boost the Truth Social ETF franchise’s assets.Read More